Outline of the subcontractor data configuration
Once the relevant customer-related and subcontractor-related TSIs are available on your navigation panel, complete with the required levels, steps and actions, you can start adding data in these TSIs and link this data correctly. The preconditions for the configuration are listed below. With the right configuration, you will be able to incorporate generated 'outsourced maintenance proposals' as contract lines (subtype: Outsourced assignments) in the subcontractor's contract.
Service Provider's internal organization
• Service catalogs TSI: a service catalog must be available, with linked service agreement services
Subcontractor management data
• Subcontractors TSI: add/maintain a list of subcontractors.
• Outsourced maintenance proposals TSI: add Framework agreements to the subcontractors; at the end of the required negotiating period, add Framework agreement price lists and select a Split method for assignments per framework agreement.
 | Configuration tip: you may prefer to split this TSI up into two parts. You can create a separate Framework agreements TSI, where contract managers can add and maintain the framework agreements and corresponding price lists that were initially set up with the subcontractor. The Outsourced maintenance proposals TSI can then be slightly adjusted and used to process the actual work coming from the proposals. |
• Subcontractor contracts TSI: add / maintain the contracts with the subcontractors.
Customer management
• Customers TSI: link customers to the relevant properties via the Link properties action on the action panel.
• Customer contracts TSI: add relevant service contracts and contact lines (user-defined type: SLA amount) to customers.
• Customer contracts TSI: link these contract lines to properties and services.
• Customer contracts TSI: add Evaluation periods and Outsourcing agreements.
• Contracts TSI: add Contract service plans with Contract activity definitions to the relevant customers and link the assets that require the contractual maintenance.
• Contracts TSI: at > . In the Service agreement service field, select a relevant service. Optional: set the field Available for outsourcing? to Yes.
• Customer contracts TSI > Outsourcing agreements: link outsourcing agreements to contract activity definitions.
Planned maintenance process and generation of work to be outsourced
• Maintenance planner TSI: compile relevant contract-based maintenance plan. This plan must be Definitive and Active.
• Customer contracts TSI: generate Outsourced maintenance proposals (Monitor the process in the Batch processing TSI).
Outsourcing process
• Outsourced maintenance proposals TSI: check the processed output. Outsourced maintenance activity definitions and Outsourced maintenance activities have been generated. In addition, Price lists that are specific to the outsourced maintenance proposals have also been generated.
• Outsourced maintenance proposals TSI: generation of contract lines for the subcontractor's contract. You can check the progress in the Background actions TSI. The generated contract lines are displayed in the Subcontractor contracts TSI.